On January 23rd, the Chinese celebrate the start of their New Year – and it’s the Year of the Dragon. It’s also the year in which the bill comes due for one of the most ambitious and misguided stimulus plans in world history. The bottom line is that the entire thing is being built on…
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Season of the Witch
Samhain was the original ancient name for Halloween…and as October 2011 begins, we find ourselves at the very nearest to the World of the Dead that we’ve been since the March 2009 lows.
Richard Bernstein: China's a Bubble and Gold is Pretty Close
When Richard Bernstein is in the news, I pay attention. He is avoiding China and wants nothing to do with gold, here’s why.
Welcome To Beijing – A Real Estate Free-For-All Like No Other
More on the obvious bubble in China’s commercial real estate sector.
China Acts Like a Grownup, US Gov Should Pay Attention
China is acting responsibly to head off an economic crisis. Imagine that.
You Can't Like Brazil If You Don't Like China
The dependent relationship between China and Brazil is as fundamental as that of the shark and the remora fish.
The Sovereign Debt Bomb Goes Off
Some links to understand today’s mini-crash.
Latest from the Chinese Real Estate Bubble: French Chateaux
More evidence of a bubble in Chinese Real Estate. Luckily, our own banks aren’t in any condition to be piling in…yet.
China Pumps the Brakes, Time for a Little Honesty With Ourselves
Against the backdrop of China seeking to cool off its economy, today might be a good time to reasses what we actually own.
TRB in the Financial Times Talking BRIC
I just got around to reading and digesting Gillian Tett‘s phenomenal recounting of the BRIC saga from the Financial Times this past Friday. Tett does a great job getting to the origins of where the research team got its idea to conceptualize the investment theme and then traces its global spread from finance to consumer…
